See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,744 | $97,881-62.5% | $80,004-54.1% | $125,391-70.7% |
| Participation rate | 44.4% | 77.9%-33.4pp | 73.0%-28.6pp | 83.2%-38.7pp |
| Annual return | -0.59% | 9.36%-9.9pp | 7.63%-8.2pp | 282.22%-282.8pp |
| Employer contribution / active EE | $1,865 | $3,128-40.4% | $2,473-24.6% | $4,866-61.7% |
| Participant deferral / active EE | $4,244 | $3,744+13.3% | $3,204+32.5% | $5,352-20.7% |
| Admin fee / account holder | $0 | $6,278-100.0% | $5,033-100.0% | $9,540-100.0% |